Extract Customer Info from GSTR Portal

Our module provides a user-friendly interface that allows you to easily retrieve customers' data from the Goods and Services Tax Return (GSTR) portal without wasting time navigating complex menus. Our intuitive design ensures you're just a few clicks away from your desired information.

Group Your Customers As you Like

Enables tags for every customer to efficiently group customers with relevant tags for improved categorization and targeted marketing, allowing you to tailor your efforts precisely and boost overall customer engagement.

Manage Multiple address & Contacts with Ease

Our modules can do the following

  • Include multiple addresses for each customer effortlessly
  • Assign dedicated managers for specific locations
  • Individual contact points

(Make more deals faster)

(Over a dozen reusable components built to provide iconography, dropdowns, input groups, navigation, alerts, and much more.)

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Orders and Invoice Insights at Your Fingertips

Effortlessly track and manage pending orders and invoices with our user-friendly platform. Enjoy real-time insights for timely actions, smooth operations, and stronger customer relationships. Propel your business towards success with our innovative tool.

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Turn Every Purchase into Market Insights

Access and analyze customer transactions and purchase history to gain insights that will empower you to make informed decisions. Identify trends and generate comprehensive reports that can strategically drive your business growth.
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Gain Clear View of every Customer Credit History

Gain complete financial insights with our advanced dashboard, where you can effortlessly monitor

  • Customers' available and utilized credit limits.
  • Track dues and overdue invoices
  • Review credit note availability for future adjustments.

(Make more deals faster)

(Over a dozen reusable components built to provide iconography, dropdowns, input groups, navigation, alerts, and much more.)

Entering Everything, Everytime? Just Import

Upload customer data in various formats. Our system effortlessly interprets and integrates the information, ensuring accuracy and consistency even from the spreadsheets. You'll have the flexibility to map data fields, ensuring your information is accurately categorized within your system.

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Discovering Opportunities, Unveiling Limits

With our platform, you can better understand offers and their limitations. Our innovative tool helps you explore, analyze, and harness the true potential of offers. It guides you towards informed decisions and optimal gains.

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Zone-Based Lead Distribution

Automatically distribute leads based on geographical zones and simplify your lead management by assigning leads to the appropriate sales representatives or teams based on predefined zones. Ensure an efficient and targeted follow-up even while dealing with different regions, territories, or areas.

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Leads - Take Control Anywhere, Anytime

Access a streamlined interface optimized for mobile devices, enabling you to handle leads, update information, and track progress from anywhere. Stay connected, make timely updates, and keep your lead management process seamless even when you're away from your desk.

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Convert From Quotation to Order

Reduce the need for manual data entry and secure accuracy in the conversion process by effortlessly transitioning quotations into finalized sales orders from the Quotation module itself.

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Defining Item Pricing Made Easy

Our platform allows you to define item prices through the Price List module. You can now easily set different prices for various items based on customer types, quantities, or promotional periods. Helps you maintain accurate and flexible pricing strategies.

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Personalized User-logins

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Customers' experience with easy self-service access! With user login capabilities

  1. They can track orders
  2. Manage inquiries
  3. Get top-notch support
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(Outstanding Features)

(Over a dozen reusable features built to provide iconography, dropdowns, input groups, alerts, and much more.)

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Entering Everything, Everytime? Just Import

Upload customer data in various formats. Our system effortlessly interprets and integrates the information, ensuring accuracy and consistency even from the spreadsheets. You'll have the flexibility to map data fields, ensuring your information is accurately categorized within your system.

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Discovering Opportunities, Unveiling Limits

With our platform, you can better understand offers and their limitations. Our innovative tool helps you explore, analyze, and harness the true potential of offers. It guides you towards informed decisions and optimal gains.

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One-Click away Manager Updates and Record Maintenance

Our feature streamlines personnel management by swiftly updating managerial assignments. You can now ensure clear responsibilities, accurate records, and smoother operations across your organization.

How it Works

1. Unleash Flexibility with Rule Override Feature

Our feature enables users to override automation rules, allowing individualized attention to specific customer cases. This functionality provides flexibility and ensures that unique circumstances are addressed, enhancing customer satisfaction and responsiveness.

2. Keep every stakeholder In the Loop

You can now add followers to customers, fostering better communication and transparency within your team. This functionality helps close information gaps, strengthening partnerships and greater customer success.

3.The Power of Dedicated Support

We designed our feature to let you assign dedicated sales representatives or account managers to specific customers. This promotes a better customer journey, builds stronger relationships, and contributes to satisfaction and business growth.

(How it Works)

Unleash Flexibility with Rule Override Feature

Optimize conversion rates with our Leads Funnel Our feature enables users to override automation rules, allowing individualized attention to specific customer cases. This functionality provides flexibility and ensures that unique circumstances are addressed, enhancing customer satisfaction and responsiveness.

Keep every stakeholder In the Loop

You can now add followers to customers, fostering better communication and transparency within your team. This functionality helps close information gaps, strengthening partnerships and greater customer success.

The Power of Dedicated Support

We designed our feature to let you assign dedicated sales representatives or account managers to specific customers. This promotes a better customer journey, builds stronger relationships, and contributes to satisfaction and business growth.

Turn Every Purchase into Market Insights

Access and analyze customer transactions and purchase history to gain insights that will empower you to make informed decisions. Identify trends and generate comprehensive reports that can strategically drive your business growth.

Targeted Notifications for Seamless Customer Communication

Strengthen your customer engagement and foster lasting connections with your audience by sending out timely notifications for.

  1. Order Updates
  2. Exclusive Promotions
  3. Relevant Events

Unlocking Success with Defined Customer Targets

Our modules can do the following Our application allows you to pinpoint and set specific targets for potential customers. Helping you to focus your marketing efforts on the right audience, leading to more effective connections and a potential increase in business growth.